Updating organization settings

As a System Admin, you can update the instance name, subdomain, locale, time zone, and notifications, along with the branding settings.

Permissions

Only System Admins can update organization settings.

Steps

Note

This procedure includes steps for both the new and old global navigations. Select the appropriate tab (New nav or Old nav) in this section based on your interface.

  1. Open the Platform home page (www.diligentoneplatform.com).

  2. From the top right, select the Organization settings icon ().
  3. Under Organization management, select Organization.
  4. On the page that appears, select Update organization.
  5. Add the details as described in the following table:
    TabFieldDescription
    Organization   Name

    The name of your Diligent One instance. This is not necessarily your company name. If your company has multiple Diligent One instances, each instance can have a name that describes the purpose of that instance.

    The maximum character length is 255.

    Subdomain

    Typically, the name of your organization.

    Note

    Subdomain names must be unique across all regions. If the subdomain you enter is already in use anywhere in the system, you must use a different one.

    The subdomain name displays in the URL as http://[subdomain].projects.highbond.com .

    If your organization has enabled Single Sign-On (SSO), the subdomain combines with a region code to form the custom domain users use to sign into Diligent One.

    Caution

    Changing the subdomain breaks any previously referenced URLs, as well as URLs in workflow emails.

    Locale

    Sets the default language for new Users and System Admins in the Diligent One instance.

    Diligent One supports the following languages:

    • English
    • Deutsch
    • Español
    • Français
    • 日本語 (日本)
    • Português (Brasil)
    • 简体中文
    • Italiano
    • Nederlands

    When new users are created and invited to a Diligent One instance, the language locale will default to the organization locale. Invitation emails are received in the language of the user locale. Existing users' locales will not change when the organization's locale changes.

    To use the Reports app in a specific, supported language, you must set the language in your browser settings. Reports does not respect your Locale for language settings.

    Timezone

    The time zone in which your organization operates. The default setting is based on the time zone of the first user added to the Diligent One instance. Results displays datetime data to non-licensed users using the organization's time zone. For more information, see Working with time zones.

    Fiscal Year End Date

    The year end date that your organization uses for assurance plans and scheduling in Projects. The default is December 31. The year end date can be the end of any month. For more information, see Defining assurance plans and Scheduling projects.

    Enable desktop notifications for new versions of ACL for Windows

    optional

    Sends notifications about newly available versions of ACL for Windows to users. Users that belong to multiple Diligent One instances, and that have this option selected for one of their Diligent One instances, receive notifications. Notifications display in the Windows system tray.

    Note

    This option only controls notifications for users that are using Analytics 14.1 and below.

    Branding

    Tagline

    optional

    The slogan for your organization.

    The tagline displays under your logo on your reports.

    Report Cover Page Image

    optional

    The front page to be used in your reports.

    The report cover page image size should be no bigger than 900 x 300 pixels. Images wider than 900 pixels will be resized to scale. .png, .jpg and .gif files are supported. The maximum file size is 5MB.

    Note

    Use images with an RGB color model only. Other color models, such as CMYK, are not supported.

    Logo

    optional

    Your organization's logo.

    The logo is displayed in your reports, and within the footer of system email notifications.

    The logo size should be no bigger than 300 x 300 pixels. Logos wider than 300 pixels will be resized to scale. .png, .jpg and .gif files are supported. The maximum file size is 5MB.

    Note

    Use images with an RGB color model only. Other color models, such as CMYK, are not supported.

    Primary color

    optional

    The primary color to be used in your reports.

    The primary color only applies to the report title, footer tagline, and heading titles in PDF reports.

    Secondary color

    optional

    The secondary color to be used in your reports.

    The secondary color only applies to the private and confidential header and footer, and in the heading line break in PDF reports.

  6. Select Save changes.

  1. Open the Platform home page (www.diligentoneplatform.com).

    Note

    If your company uses more than one organization in Diligent One Platform, make sure the appropriate organization is active.

  2. From the left navigation, select Platform Settings.
    The left navigation displays the different platform settings options.
  3. Under Organization management, select Organization.
  4. On the page that appears, select Update organization.
  5. Add the details as described in the following table:
    TabFieldDescription
    Organization   Name

    The name of your Diligent One instance. This is not necessarily your company name. If your company has multiple Diligent One instances, each instance can have a name that describes the purpose of that instance.

    The maximum character length is 255.

    Subdomain

    Typically, the name of your organization.

    Note

    Subdomain names must be unique across all regions. If the subdomain you enter is already in use anywhere in the system, you must use a different one.

    The subdomain name displays in the URL as http://[subdomain].projects.highbond.com .

    If your organization has enabled Single Sign-On (SSO), the subdomain combines with a region code to form the custom domain users use to sign into Diligent One.

    Caution

    Changing the subdomain breaks any previously referenced URLs, as well as URLs in workflow emails.

    Locale

    Sets the default language for new Users and System Admins in the Diligent One instance.

    Diligent One supports the following languages:

    • English
    • Deutsch
    • Español
    • Français
    • 日本語 (日本)
    • Português (Brasil)
    • 简体中文
    • Italiano
    • Nederlands

    When new users are created and invited to a Diligent One instance, the language locale will default to the organization locale. Invitation emails are received in the language of the user locale. Existing users' locales will not change when the organization's locale changes.

    To use the Reports app in a specific, supported language, you must set the language in your browser settings. Reports does not respect your Locale for language settings.

    Timezone

    The time zone in which your organization operates. The default setting is based on the time zone of the first user added to the Diligent One instance. Results displays datetime data to non-licensed users using the organization's time zone. For more information, see Working with time zones.

    Fiscal Year End Date

    The year end date that your organization uses for assurance plans and scheduling in Projects. The default is December 31. The year end date can be the end of any month. For more information, see Defining assurance plans and Scheduling projects.

    Enable desktop notifications for new versions of ACL for Windows

    optional

    Sends notifications about newly available versions of ACL for Windows to users. Users that belong to multiple Diligent One instances, and that have this option selected for one of their Diligent One instances, receive notifications. Notifications display in the Windows system tray.

    Note

    This option only controls notifications for users that are using Analytics 14.1 and below.

    Branding

    Tagline

    optional

    The slogan for your organization.

    The tagline displays under your logo on your reports.

    Report Cover Page Image

    optional

    The front page to be used in your reports.

    The report cover page image size should be no bigger than 900 x 300 pixels. Images wider than 900 pixels will be resized to scale. .png, .jpg and .gif files are supported. The maximum file size is 5MB.

    Note

    Use images with an RGB color model only. Other color models, such as CMYK, are not supported.

    Logo

    optional

    Your organization's logo.

    The logo is displayed in your reports, and within the footer of system email notifications.

    The logo size should be no bigger than 300 x 300 pixels. Logos wider than 300 pixels will be resized to scale. .png, .jpg and .gif files are supported. The maximum file size is 5MB.

    Note

    Use images with an RGB color model only. Other color models, such as CMYK, are not supported.

    Primary color

    optional

    The primary color to be used in your reports.

    The primary color only applies to the report title, footer tagline, and heading titles in PDF reports.

    Secondary color

    optional

    The secondary color to be used in your reports.

    The secondary color only applies to the private and confidential header and footer, and in the heading line break in PDF reports.

  6. Select Save changes.